Collectively, FinMkt's leadership team has decades of deep SaaS and fintech experience. FinMkt's founders played crucial roles in forming the framework for the modern software as a service model, before "fintech" and "embedded finance" were commonly used terms.
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Luan, a fintech veteran, has built several companies to successful exit: Interactive Data Managed Solutions (IDC Acquired by Warburg Pincus and Silver Lake/ICE), Stockpoint (acquired by Dow Jones/IDC) and Quote.com (acquired by Lycos/IDC). Notable awards: Top 50 Financial Technology CEOs, Top 25 Women Leaders in FinTech, NYC FinTech Women’s Inspiring FinTech Females, Inc. 2023 Female Founders 200, and 2023 Forbes 50 over 50.
Sri's past experience includes Senior Director of Technology for Interactive Data Managed Solutions – Americas, where he built and led a global team in developing both adviser and investor-focused market data systems and front-end applications currently licensed by over 350 global financial institutions including Wells Fargo, Citi, JPMorgan/Chase, Pershing, Bank of America and the NYSE. Named a Top 25 Financial Technology CTOs of 2022.
Before joining the FinMkt team, Nathan began his career with JPMorgan’s investment banking group in New York and San Francisco. During his tenure there, he worked on a variety of mergers & acquisitions and capital raising transactions with software and technology clients. In total, he has advised corporate clients on transactions valued in excess of $12 billion.
Dheeraj’s experience in complex project implementations, product development and lender integrations have been vital to FinMkt’s success. Multiple teams depend on him for guidance and collaboration. His sophisticated understanding of technology and ability to communicate complicated concepts in an accessible way enables him to excel in his work.
Before entering the fintech space as Brand Manager at small business lender, Lendistry, Erin's career was largely in the real estate and financial sectors. She has held previous positions at Keller Williams Realty and Morgan Stanley. However, fintech turned out to be a natural fit for Erin, who enjoys the challenge of being both analytical and creative.
Prior to joining FinMkt, Jolynn served in various executive roles in the healthcare industry for over 20 years. Throughout the span of her career, she was a global top achiever in SaaS and consulting services sales. She has worked with EY, PwC, Oracle, Gartner, Texas Health and Children's Health. Jolynn is also a master life coach.
FinMkt has been recognized for its innovative embedded point of sale financing solutions and positive workplace culture.
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